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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
MFS New Discovery Value C
Price$16.41
Change-$0.35 (-2.09%)
VolumeN/A
Net Assets3.22B
DFSVX vs NDVCX Comparison Chart
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DFSVX vs. NDVCX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. NDVCX (3.22B). DFSVX pays higher dividends than NDVCX: DFSVX (1.44) vs NDVCX (0.27). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. NDVCX (3.62). DFSVX return over 5 years is better than : 52.23 vs. NDVCX (8.25).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -1.546 | -0.906 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.22B | 493% |
| Annual Yield % from dividends | 1.44 | 0.27 | 533% |
| Returns for 1 year | 9.32 | 3.62 | 258% |
| Returns for 3 years | 17.14 | -9.46 | -181% |
| Returns for 5 years | 52.23 | 8.25 | 633% |
| Returns for 10 years | 41.91 | 31.06 | 135% |
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